Invesco Ltd.
Hedge Funds Holdings

Last updated:

Invesco Ltd.‘s stocks are currently a part of 500 hedge funds’ portfolios, which represents 63.78% of the total amount of its stocks outstanding. This makes up a total of 296.81M shares of Invesco Ltd.. Compared to the previous quarter, the number fell by -1.24% or -3.73M shares fewer. As for the holding position changes, 36.6% (183) of current hedge fund investors increased the number of shares held, 36.6% (183) of current holders sold a part of the shares held, and 16.8% (84) closed the holdings completely. 51 hedge funds are new holders of Invesco Ltd. stock in Q1 2022, it is 10.2% of total holders.

Hedge funds holding Invesco Ltd. (Q2 2017 – Q1 2022)

Number of hedge funds
Q2 2017 562
Q3 2017 538
Q4 2017 608
Q1 2018 580
Q2 2018 556
Q3 2018 553
Q4 2018 520
Q1 2019 508
Q2 2019 514
Q3 2019 497
Q4 2019 500
Q1 2020 479
Q2 2020 429
Q3 2020 437
Q4 2020 490
Q1 2021 511
Q2 2021 542
Q3 2021 536
Q4 2021 544
Q1 2022 500

Hedge funds changes in Invesco Ltd. positions (Q2 2017 – Q1 2022)

Changes in positions
Q2 2017 781992064534
Q3 2017 512241916111
Q4 2017 1102331983928
Q1 2018 6824220086-16
Q2 2018 7921619495-28
Q3 2018 7622219476-15
Q4 2018 89174200118-61
Q1 2019 7019618377-18
Q2 2019 682071715414
Q3 2019 5818419471-10
Q4 2019 7417719061-2
Q1 2020 6918916589-33
Q2 2020 63152172109-67
Q3 2020 61144174526
Q4 2020 11314017959-1
Q1 2021 90160190656
Q2 2021 931781966015
Q3 2021 631872085919
Q4 2021 77187203716
Q1 2022 5118318384-1

Hedge funds changes in Invesco Ltd. stock options (Q2 2017 – Q1 2022)

Changes in stock options
Q2 2017 31,076,235,330 17,738,000
Q3 2017 66,125,210 30,407,000
Q4 2017 13,052,003,708 15,028,668,000
Q1 2018 49,307,000 41,027,215,000
Q2 2018 46,372,000 15,033,031,000
Q3 2018 63,748,000 57,095,000
Q4 2018 35,248,800 31,480,070
Q1 2019 79,054,073 40,528,705
Q2 2019 162,262,618 38,336,530
Q3 2019 72,843,800 34,537,170
Q4 2019 71,779,600 26,318,000
Q1 2020 33,828,000 22,560,000
Q2 2020 28,081,000 29,412,000
Q3 2020 26,268,000 26,450,000
Q4 2020 153,601,000 110,574,000
Q1 2021 78,148,540 37,118,806
Q2 2021 54,269,816 38,433,223
Q3 2021 54,141,169 39,913,549
Q4 2021 38,770,938 49,822,940
Q1 2022 32,189,000 64,829,000

Top 50 hedge fund holders of Invesco Ltd. (NYSE:IVZ)

Hedge fund Value Shares owned Portfolio share
TRIAN FUND MANAGEMENT, L.P. 763.89M 55.75M 20.114%
VANGUARD GROUP INC 709.96M 51.82M 0.021%
BLACKROCK INC. Larry Fink 595.00M 43.43M 0.020%
STATE STREET CORP 348.17M 25.41M 0.022%
GEODE CAPITAL MANAGEMENT, LLC 121.60M 8.88M 0.018%
DIMENSIONAL FUND ADVISORS LP 117.29M 8.56M 0.045%
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 92.66M 6.76M 0.035%
MORGAN STANLEY 67.52M 4.92M 0.009%
NORTHERN TRUST CORP 61.03M 4.45M 0.014%
FMR LLC 61.01M 4.45M 0.006%
BANK OF NEW YORK MELLON CORP 50.24M 3.66M 0.012%
JPMORGAN CHASE & CO 50.19M 3.66M 0.007%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 50.17M 3.66M 0.018%
CITADEL ADVISORS LLC Ken Griffin 49.24M 3.59M 0.011%
GOLDMAN SACHS GROUP INC 45.52M 3.32M 0.011%
PRICE T ROWE ASSOCIATES INC /MD/ 41.59M 3.03M 0.007%
TWO SIGMA ADVISERS, LP 40.59M 2.96M 0.117%
PZENA INVESTMENT MANAGEMENT LLC 36.78M 2.68M 0.183%
FIERA CAPITAL CORP 30.51M 2.37M 0.110%
D. E. SHAW & CO., INC. David E. Shaw 29.63M 2.16M 0.035%
BANK OF AMERICA CORP /DE/ 28.04M 2.04M 0.003%
UBS ASSET MANAGEMENT AMERICAS INC 27.55M 2.01M 0.015%
SCHONFELD STRATEGIC ADVISORS LLC 26.34M 1.92M 0.221%
AMUNDI 25.45M 1.66M 0.015%
LETKO, BROSSEAU & ASSOCIATES INC 24.92M 1.81M 0.494%
SUMITOMO MITSUI TRUST HOLDINGS, INC. 23.11M 1.68M 0.019%
LEGAL & GENERAL GROUP PLC 22.38M 1.63M 0.009%
AQR CAPITAL MANAGEMENT LLC Cliff Asness 21.92M 1.60M 0.053%
DEUTSCHE BANK AG\ 21.13M 1.54M 0.013%
AMERICAN CENTURY COMPANIES INC 20.70M 1.51M 0.018%
FIRST TRUST ADVISORS LP 19.97M 1.45M 0.026%
NUVEEN ASSET MANAGEMENT, LLC 19.96M 1.45M 0.008%
GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC 18.61M 1.35M 0.107%
NEW YORK STATE COMMON RETIREMENT FUND 16.10M 1.17M 0.023%
SQUAREPOINT OPS LLC 15.65M 1.14M 0.079%
UBS GROUP AG 14.54M 1.06M 0.006%
ROYAL BANK OF CANADA 14.52M 1.06M 0.005%
AGF INVESTMENTS INC. 13.21M 964.86K 0.125%
RENAISSANCE TECHNOLOGIES LLC Jim Simons 12.66M 924.6K 0.018%
BARCLAYS PLC 12.63M 922.53K 0.014%
PRUDENTIAL FINANCIAL INC 12.35M 878.55K 0.021%
ALLIANCEBERNSTEIN L.P. 12.13M 885.71K 0.006%
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 11.56M 844.47K 0.011%
OLSTEIN CAPITAL MANAGEMENT, L.P. 11.16M 91K 1.872%
BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 10.61M 774.63K 0.042%
WELLS FARGO & COMPANY/MN 10.17M 742.83K 0.003%
BAIRD FINANCIAL GROUP, INC. 10.06M 734.67K 0.030%
RHUMBLINE ADVISERS 9.78M 714.30K 0.015%
INTECH INVESTMENT MANAGEMENT LLC 9.67M 706.15K 0.072%
FIL LTD 8.66M 632.59K 0.011%